Richard Petras is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for two family trusts in Illinois. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Wayne Pover is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He has previously worked at Cetera Advisor Networks, Total Clarity Wealth Management, Criterion Wealth Advisors, and Cetera Wealth Services. Pover is a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

Alan Hafferkamp is a financial advisor with Wells Fargo Advisors in Woodstock, IL, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is involved in managing a family farm in Sharon, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Constantinos Yianas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. He operates under MapleStone Wealth Advisors as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of over $819 billion in discretionary assets.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

James Davids is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. He is also a partner in Dorion-Gray Financial Services Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, utilizing both proprietary research and third-party strategies across various platforms.

Chad Bauer is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for over two decades at Hear Here Inc, a company specializing in hearing and audiology services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Anila Buja is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. She has held roles at RBC Capital Markets since 2023 and has previous experience at Domino Amjet Inc and Lake Forest College, among other positions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Ellen Crabtree is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at BMO Harris Bank and Home State Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Bruce Friedman is a financial advisor with LPL Financial in Lake Forest, IL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, Securian Financial Services, Minnesota Life Insurance, Banc of America Investment Services, and Northern Trust Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

Kamaljit Kalia is an advisor at LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations with two years of industry experience. Prior to joining LPL Financial, Kalia worked at BMO Harris Bank from 2015 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms.

Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he was employed at Valparaiso University and Barrington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning and managed-account services while maintaining them as separate offerings.

Trevor Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Aon Hewitt Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Baxter Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Demerral Murray Jr. is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC, Bank of America, Merrill, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary research with quantitative and algorithmic portfolio construction, and offers distinctive advisory roles including fund management and model portfolio delivery.